New CIR Report: AI Data Centers Will Create $583.0 billion in New IT, Networking and Energy Business in 2030
January 14, 2025 Richmond, VA: Industry analyst firm, CIR, has issued a new report covering business opportunities from the new breed of AI data centers over the coming decade. The report, “Networks and Power Requirements for AI Data Centers: A Ten Year Market Forecast and Technology Assessment” says that: By 2030 AI data centers built by firms such as Google, Microsoft, OpenAI and others will ...
Upcoming Report Notification….
Our new report "Networks and Power Requirements for AI Data Centers" provides CIR’s assessment and ten-year forecast of the burgeoning market for networks and related connectivity products for AI data centers. We believe that this report provides the first consistent and comprehensive projections of opportunities in this AI Data Center sector. In our forecasts, we include the many smaller AI data centers that are beginning ...
Quantum + AI: A Future
It was both great fun and a great honor to see the program unfold that I designed for the two-day IQT “Quantum + AI” (Q + AI) event in New York last month. Was I a modest person, modesty would have prevented me from saying how great the speakers at the conference were. But I’m not modest. So here goes. We had Amazon, Amgen, IBM, ...
Five Things I Learned at the “Ethernet in the Age of AI” Conference
Five Things I Learned at the “Ethernet in the Age of AI” Conference This is first issue of my CIR newsletter “From My Desk” in which I plan to cover new developments in optical networking, AI and quantum technology with an eye to economics and use cases. Last month I attended the “Ethernet in the Age of AI” event organized by the Ethernet Alliance (https://ethernetalliance.org) ...
Lawrence Gasman chairing the Executive Roundtable at the Quantum + AI event last month
Lawrence Gasman chairing the Executive Roundtable at the Quantum + AI event last month
Lawrence Gasman at 2024 Cooperative Exchange Conference
What is AI really? Commercial AI technology for the office and industry. Enterprise AI AI and the electric power industry A future history of AI. Sentience? Questions from the audience
Quantum Tech Pod Episode 77: Preview of Q+AI NYC Event with Lawrence Gasman
https://www.insidequantumtechnology.com/news/podcast/ Tune in to the latest episode of the Quantum Tech Pod, where host Jake Duhaime is joined by Lawrence Gasman, President of IQT Research, for a deep dive into the world of Quantum and AI. With the highly anticipated Quantum + AI event coming up in New York City on October 29-30, Lawrence shares his expert insights into the current landscape of these groundbreaking ...
An interview with Lawrence Gasman in Time Magazine
Richmond, Virginia: A recent interview with Lawrence Gasman in Time Magazine. https://time.com/6977355/generative-ai-quantum-computing-us-china-technology/ About CIR CIR works with established and start-up companies; industry giants and niche players; market leaders and new entrants. Companies have relied on CIR reports and consulting services for more than 30 years because the forecasts are credible, the coverage is balanced and the insights are rock-solid. Leaders of strategic planning, planning managers, ...
Quantum Tech Pod Episode: Lawrence Gasman, President, IQT Research
Richmond, Virginia: My new IQT podcast with Chris Bishop of Inside Quantum Technology. https://www.insidequantumtechnology.com/news-archive/quantum-tech-pod-episode-71-lawrence-gasman-inside-quantum-technology-iqt/ About CIR CIR works with established and start-up companies; industry giants and niche players; market leaders and new entrants. Companies have relied on CIR reports and consulting services for more than 30 years because the forecasts are credible, the coverage is balanced and the insights are rock-solid. Leaders of strategic ...
AWE.tv Interview with Lawrence Gasman
Richmond, Virginia: https://www.youtube.com/watch?v=BF7PygmR7S4 "Almost" live interview from the heart of the AWE 2013 Exhibit Hall - the world's largest augmented reality event - presented by AR Dirt and Mass Ideation. Learn more at http://AugmentedWorldExpo.com About CIR CIR works with established and start-up companies; industry giants and niche players; market leaders and new entrants. Companies have relied on CIR reports and consulting services for more than ...
Post-Quantum Cryptography (PQC): Four Revenue Sources
Increasing commercial interest in Post-Quantum Cryptography (PQC) is being fed by (1) the selection of four PQC standards by NIST in 2022, together with (2) sped-up scenarios for quantum computers able to crack conventional encryption schemes. The PQC market is potentially huge. Consider that, with an assist from a quantum computer, Shor’s algorithm can be used to break RSA encryption and that 50% of the ...
The Emerging Next-Gen Transceiver Market
There is always a next entrant in the next-gen transceiver market. Typically, these reflect only an order of magnitude leap in data rate, with (1) much of the new transceiver technology derived from the previous generation of transceivers and (2) much of the motivation to build the transceivers in the first place to support rapid growth in network traffic. These two points remain true of ...
The Case for Near-Packaged Optics
Near-Packaged Optics (NPO) is concept that has emerged recently embodying many of the advantages of Co-packaged optics (CPO) but simpler to implement. We think that given that CPO technology is still at its earliest stages, we need a ramp up technology to get us to CPO. NPO uses a high-performance PCB substrate—an interposer—that sits on the host board. By contrast, in CPO the modules surround ...
The Rise of Co-Packaged Optics and the (Gradual) Decline of Pluggables
Pluggable optical modules in the way we have known them are on their way out. Co-packaged Optics is garnering a great deal of attention and while it will largely displace/replace existing concept of pluggables, this won’t happen overnight. This article provides some perspective on the transition away from pluggable optics. Currently the pluggable market remains robust and showing no signs of dropping off. CPO has ...
5 Reasons Why the OIF Co-Packaged Optics Framework is Significant
While early 2021 was more dramatic in terms of new co-packaged optics (CPO) products, the past year proved to be the period in which CPO took its first baby steps towards the data communications mainstream. Two important practical developments occurred. One, which we discuss in this article, is the OIF Co-Packaged Optics Framework. The other is Near-Packaged Optics (CPO Light as it has been called), ...
The Need for CPO in the Latency-sensitive Data Center
Evolution of CPO in 2021 and Early 2022 Co-packaged optics (CPO) has emerged as technology of considerable interest as a platform for deploying optics in large data centers. A considerable segment of data communications sees CPO as a practical way forward to deploy 800G and above interfaces. It is recognized by just about everybody in the industry that a monolithic optoelectronic chip with this capability ...
The Drivers and Timeframe for CPO Deployment
The demand for co-packaged optics (CPO) will be driven by many factors. Today, latency-sensitive traffic such as AI and ML is getting a lot of attention. However, this is mostly because AI and ML is new and exciting, while video is old hat. Nonetheless, CIR believes that the video revolution is far from over and its bandwidth demands will sell a lot of CPO units ...
Co-packaged Optics Standards Moves CPO Forward
Co-packaged Optics standards activity have moved CPO from the realm of discussion closer to real-world adoption: (1) COBO has established a CPO working group. (2) CPO specifications have materialized in the form of the CPO Collaboration Joint Development Forum’s CPO Module product requirements document (PRD). And (3) there is an implementation agreement (IA) from the Optical Internetworking Forum (OIF). These steps -- particularly OIF’s high-profile ...
What Makes Routers Edge Specific Routers?
The purpose of this article is to identify the several kinds of edge routers that are now appearing on the market. Edge-specific routers must be able to handle the functionalities described below with ease. Edge routers can serve in a number of different functions and be of a number of different types. Edge routers are located at the demarcation point between the edge network and a ...
Edge Computing Processors
Excerpted from CIR's upcoming report on Edge Computing Processors. Although edge computing has seen a lot of developments in recent years, it is not a new concept. “Content delivery networks” or “content distribution networks” (CDNs) have been around a long time. CDNs work in the same way as edge computing—a geographically distributed network of proxy servers and their data centers, with the goal to provide ...